Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Invesco AI and Next Gen Software ETF
IGPT
$551M
| $3.89M | ﹤0.01% |
317,697
-35,271
| -10% | -$432K |
|
2852
Invesco Municipal Opportunity Trust
VMO
$641M
| $3.89M | ﹤0.01% |
308,398
-57,822
| -16% | -$728K |
|
|
ITG
2853
DELISTED
Investment Technology Group Inc
ITG
| $3.89M | ﹤0.01% |
230,183
+123,875
| +117% | +$2.09M |
|
2854
ALPS REIT Dividend Dogs ETF
RDOG
$14.1M
| $3.88M | ﹤0.01% |
90,535
-17,544
| -16% | -$752K |
|
2855
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.78B
| $3.88M | ﹤0.01% |
95,873
+19,866
| +26% | +$804K |
|
2856
Lindsay Corp
LNN
$1.53B
| $3.88M | ﹤0.01% |
45,900
+15,731
| +52% | +$1.33M |
|
2857
Topgolf Callaway Brands
MODG
$1.77B
| $3.87M | ﹤0.01% |
465,590
-43,347
| -9% | -$361K |
|
2858
STMicroelectronics
STM
$24.3B
| $3.87M | ﹤0.01% |
435,407
+373,877
| +608% | +$3.32M |
|
2859
EastGroup Properties
EGP
$8.9B
| $3.87M | ﹤0.01% |
60,259
-64,510
| -52% | -$4.14M |
|
|
CCIH
2860
DELISTED
Chinacache International Holdings Ltd
CCIH
| $3.87M | ﹤0.01% |
247,373
+186,177
| +304% | +$2.91M |
|
2861
WisdomTree International MidCap Dividend Fund
DIM
$160M
| $3.87M | ﹤0.01% |
62,630
+307
| +0.5% | +$19K |
|
2862
DexCom
DXCM
$30B
| $3.87M | ﹤0.01% |
390,160
-55,740
| -13% | -$552K |
|
2863
First Interstate BancSystem
FIBK
$3.36B
| $3.87M | ﹤0.01% |
142,260
-23,400
| -14% | -$636K |
|
2864
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.3M
| $3.86M | ﹤0.01% |
90,420
+516
| +0.6% | +$22.1K |
|
2865
Markel Group
MKL
$24.3B
| $3.86M | ﹤0.01% |
5,886
+1,264
| +27% | +$829K |
|
2866
VanEck Energy Income ETF
EINC
$72M
| $3.86M | ﹤0.01% |
13,685
+319
| +2% | +$89.9K |
|
2867
Stepan Co
SCL
$1.1B
| $3.86M | ﹤0.01% |
72,944
+32,905
| +82% | +$1.74M |
|
2868
Veeco
VECO
$1.61B
| $3.85M | ﹤0.01% |
103,351
+59,415
| +135% | +$2.21M |
|
2869
Churchill Downs
CHDN
$6.74B
| $3.84M | ﹤0.01% |
255,978
+141,492
| +124% | +$2.12M |
|
2870
Invesco DB Base Metals Fund
DBB
$125M
| $3.84M | ﹤0.01% |
226,365
+22,329
| +11% | +$379K |
|
|
ACET
2871
DELISTED
Aceto Corp
ACET
| $3.84M | ﹤0.01% |
211,805
+166,017
| +363% | +$3.01M |
|
|
NQI
2872
DELISTED
NUVEEN QUALITY MUNICIPAL FUND INC
NQI
| $3.82M | ﹤0.01% |
291,625
-164,534
| -36% | -$2.16M |
|
2873
Prudential
PUK
$35.5B
| $3.82M | ﹤0.01% |
85,883
+3,193
| +4% | +$142K |
|
2874
Silicon Motion
SIMO
$3.07B
| $3.82M | ﹤0.01% |
186,990
+107,023
| +134% | +$2.19M |
|
|
GLU
2875
Gabelli Utility & Income Trust
GLU
$108M
| $3.82M | ﹤0.01% |
182,944
-1,113
| -0.6% | -$23.2K |
|